Comarch ERP Egeria

The Comarch ERP Egeria integrated management system is a modern, Polish class II ERP system supporting enterprise management. The system offers well-balanced functionality and covers all the significant fields of an enterprise’s operations. It is a universal tool that guarantees the stable growth of every company and is also flexible enough to satisfy their diverse requirements.

Each element of Comarch ERP Egeria can operate as a stand-alone product and be deployed to expand the functionality of applications already in use. Comarch Egeria is adapted to domestic and international finance and accounting standards. It supports trading activity both within and beyond the European Union.
The Comarch ERP Egeria system has the functionality to serve independent enterprises (including those with multiple sites or departments) as well as capital groups and is capable of serving any number of language versions. Now, the system is available in the following full language versions: Polish, German, English and Russian. We hold the copyrights to the system, which means that we can guide its long-term development and possible modification.

Modules

General Ledger

This module provides efficient accounting processes management. This is where the documents entered in other modules of the system are assigned a number identifying their cost source, and where automated checks ensure that the source documents are correct in accounting terms and that costs information does not leak to unauthorized persons. The group operations and accounting schedules that can be defined save time which would have been spent processing a large number of source documents. Synchronizing the accounts for successive financial years ensures the comparability of financial statements over time.

Tangible Assets

Information concerning all the elements making up fixed assets, such as tangible assets, intangible assets and equipment that the company possesses is available in the Tangible Assets Module. All operations connected with fixed assets are recorded in documents. This ensures that the information stored is complete. Basic data, such as name, place of use, employee responsible, fixed asset classification group (KŚT), type and purchase value can be recorded in the central tangible asset record. If the organization has special requirements extra data can be added.

Receivables – Liabilities

To reduce the demand for working capital in the organization it is necessary to carefully manage receivables and liabilities. When the receivables/liabilities module was being designed great emphasis was placed on providing easy access to account balance information in PLN and foreign currencies, and to customer payment deadlines and schedules. The functionality in this section of the finance and accounting field also automatically generates a whole series of documents such as transfers, statements of interest accrued, notices to pay and account balance verification.

Debt Recovery

If it is often necessary to initiate proceedings for the payment of overdue receivables then the Debt Recovery module should be used. It provides easy access to information on the progress of proceedings in court and out of court against the customer as well as recording the costs incurred. It complements the Receivables/Liabilities module very well.

Costs

This module offers implementation of Activity Based Management (ABM). The advanced indirect costs settlement functionality and the cost breakdown for inter-departmental services rendered provide a foundation for a product profitability analysis.

Consolidation

This module is used in multi-company structures such as capital groups and holdings. It generates consolidated financial statements and balance sheets based on data for the discrete economic entities, or on data imported to the module from external sources.

Employee Records

This is a tool that offers comprehensive employee record support. The module gathers and stores full information about an employee including length of service, qualifications and education. The module also supports a variety of contracts concluded with the employee, medical examinations, entitlements and authorizations, criminal records, and disciplinary actions and rewards. The module allows you to define a variety of work time and attendance systems.

Payroll

This provides flexible definitions for payroll elements including the algorithms for creating them. It also keeps records for and calculates a wide variety of benefits, loans and other additions or deductions influencing an employee’s pay level. The module is compatible with the Płatnik software, which serves the Polish social insurance system, and also supports tax and social insurance record keeping.

Training

The module allows you to plan and conduct the company’s training policies and programs in line with the overall company development plan. The functionality also supports analyses of training needs and costs and lets you plan the best time to conduct training. There are also facilities for employee training contracts and for comparing an employee’s current skills and abilities with actual or potential training offered.

Appraisals

Conducting periodical appraisals is a tried and tested method for improving communication and is an information source that many personnel decisions are based on. The system allows you to design surveys and questionnaires and to configure assessments of varying levels of complexity.

Recruitment

This keeps an efficient record of candidates at each stage of recruitment until the right person for the job is chosen. It supports both internal and external recruitment and allows you to create recruitment schedules and to rank candidates.

Technical Production Preparation

This module updates and keeps records of production plan versions for any time intervals up to and including the deadlines. The technical production preparation means that groups of raw materials, packaging and semi-finished products collected for the production process can be assigned to the plan. Production pathways combining company resources such as equipment (including production lines and cells) with the work time, productivity and efficiency of employees of other companies, mean that differentiated technological processes can be supported.

Maintenance, Repair and Technical Support

The module enables full machine and equipment monitoring including testing and servicing (inspection, maintenance, operating failures). Planning inspection, overhauls and repairs for the specific machines to be used in the production process has an influence on the planning and execution of production orders in the production module.

Warehouse Management

This module manages goods, materials and finished products in warehouses. The number of warehouses, the method for their valuation and the type of associated documents are defined according to the user’s needs. The problem of non-invoiced deliveries has been solved by a two-tier warehouse documentation function that makes it possible to separately check the documents’ quality and quantity, and their value (the logistical double loop). Inventories can be compiled for any warehouse or section of a warehouse.

Sales

The basic processes carried out by the module are printing and keeping records of VAT invoices, correcting documents and multi-dimensional sales analyses. The functionality supports flexible pricing policies by automating the price list, surcharge and discounting systems. Price lists and discounts can be defined in a number of different currencies. The functionality supports threshold discounts and percentage discounts, as well as discounts depending on the customer and goods concerned or the value of the purchase.

Projects

The module has the capacity to plan costs and completion dates for project stages. The built-in costs calculator (pre-defined and general calculations) means that project costs can be quickly verified and guide and real prices can be established for the work carried out. The requirements established in the projects module for material, equipment (the company’s own from the tangible assets module) and services for the project stages correspond with the budgeted costs and revenues in the Comarch ERP Egeria controlling system.

Orders

The module records incoming orders from customers and outgoing orders from the company to its suppliers. There are a number of order fulfillment modes including reservation, delayed reservation, fulfillment schedule, supply monitoring and automatic ordering, as well as modes linking orders, stock levels and production orders. This means that stock reserves can be managed efficiently and ergonomically.

Transport

The transport module records data on your own drivers and vehicles and on those from other companies. This may include work schedules, pay rates, and authorizations and medical examinations taken from the personnel records. For vehicles there is information concerning fuel use rates, tire records and vehicle servicing examinations. The module records data on the planned and real work time and also defines the goods delivery routes and the type of transport order from its own documentation on goods turnover.

The iLOG Internet Platform

iLog is a tool for filling orders from outside the company using the Internet. Customers given authorized access can view offers designed to meet their specific requirements. The system allows customers to see, for example, price lists, offers and availability information. It also submits orders and allows users to follow their progress. Finally, it provides access to account balances.

CRM

The module is dedicated to supporting business initiatives at all levels and stages of customer contact. It stores histories of customer contact, offers and contracts and generates reports on interactions with specific customers. It also allows you to analyze previous cooperation with a customer or group of customers and assess how far this was successful. The conclusions drawn from this may lead, for example, to introducing a new offer. The system informs you of tasks that are outstanding or overdue and also offers comprehensive reporting and filtering of customer data, including assessments provided by predefined templates.

Contracts

The prime functionality of this module is record keeping for contracts. It is possible to use data recorded in contracts in the associated Comarch ERP Egeria modules (warehouse management, sales, orders, and receivables and liabilities). The module allows you to attach and cross reference contracts, or specific contract clauses, with other company documents such as invoices, orders, complaints and accounts settlements. The registration of contracts and agreements along with annexes, conditions and the agreed way to fulfill the contract makes customer contact much more efficient and effective.

Complaints

The module makes the complaints process more efficient and provides functionality for defining and monitoring complaints procedures. It also allows complaints to be cross referenced with and attached to source documents (warehouse documents, invoices), with a further facility to monitor how far a complaint issue has progressed and to calculate how much these procedures cost.

Controlling

For planning or data analysis the module allows you to define a new and independent organizational structure such as a holding company or capital group. Controlling assists in planning and budgeting for specific tasks and for the different organizational units in the company. Because it allows for authorizations and responsibilities to be delegated in the budgeting and budget implementation processes the module decentralizes management in the organization. Controlling provides concrete and up-to-date information on the state of the organization and the results it is achieving.

Report Generator

The report generator tool allows you to analyze data held in every part of Comarch ERP Egeria. Reports can be created in two ways: by using the intuitive, user friendly creator, which, step-by-step, shows the inexperienced user how to combine the data concerned into a report; or, for those fluent in reporting tools, by building questions based on PL/SQL code. The authorizations system ensures that confidentiality can be secured for selected data and that access to the reports created can be granted or denied. The report spreadsheets can be easily exported to MS Excel.

Management Alert and Information

This functionality allows you to inform and alert selected users of events that may be of critical importance to the company’s processes. This may be achieved, for example, by system alerts or by email. The management Alert and Information system may also be used for early warning of events likely to have a negative effect on the way the company functions.

Business and operational benfits:

  • Defining, documenting  and optimizing business processes
  • Higher productivity thanks to minimized need for working capital
  • The company adds to its value over time
  • Faster and higher quality service for internal and external customers
  • Continuity of work and IT service for the company thanks to cohesive and integral data
  • Effective security for confidential information